Quotient Wealth Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Quotient Wealth Partners’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Sell	5,581 -494	-8%	-$23.6K	0.01%	337
2026 Q1	$291K	Sell	6,075 -348	-5%	-$16.8K	0.01%	296
2025 Q4	$308K	Sell	6,423 -1,657	-21%	-$79.5K	0.01%	274
2025 Q3	$390K	Sell	8,080 -359	-4%	-$17.3K	0.01%	239
2025 Q2	$404K	Sell	8,439 -61	-0.7%	-$2.89K	0.01%	219
2025 Q1	$405K	Sell	8,500 -2,840	-25%	-$135K	0.01%	212
2024 Q4	$537K	Sell	11,340 -1,865	-14%	-$89K	0.02%	159
2024 Q3	$636K	Sell	13,205 -578	-4%	-$27.6K	0.02%	151
2024 Q2	$650K	Sell	13,783 -71,317	-84%	-$3.36M	0.02%	144
2024 Q1	$4.04M	Sell	85,100 -60,312	-41%	-$2.87M	0.14%	47
2023 Q4	$6.95M	Buy	+145,412	New	+$6.82M	0.27%	37

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Quotient Wealth Partners's SHM Position: Q2 2026 in Review

Quotient Wealth Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 8.1% in Q2 2026, selling an estimated $23.6K and leaving 5,581 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #337.

Quotient Wealth Partners first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.95M in Q4 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Quotient Wealth Partners held 5,581 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $268K as of Q2 2026.
Quotient Wealth Partners sold 494 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $23.6K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #337 holding.
Quotient Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.95M in Q4 2023.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.